Because both SharePoint and Dynamics CRM are available deployed in the cloud or on premise, there are several permutations of how you can handle authentication and integration.
You can integrate with SharePoint in two basic ways:
- Client-to-server integration with SharePoint: This uses the Microsoft Dynamics CRM List Component in the sandboxed environment of SharePoint. Client-to server integration is supported for both online and on-premises versions of CRM and SharePoint.
- Server-to-server integration with SharePoint (CRM Online only): This does not require you to install the Microsoft Dynamics CRM List Component in the sandboxed environment of SharePoint or any other additional software to have the SharePoint document management functionality within CRM. After you enable server-based SharePoint integration for your organization, you can’t revert to the client-based authentication method. Server-based integration is supported for SharePoint Online, and SharePoint on-premises only if you have Microsoft Dynamics CRM Online 2015 Update 1.